Vista Investment Management, LLC

Vista Investment Management is an employee-owned registered investment advisor based in Pittsburgh, Pennsylvania, founded in 2002. The firm specializes in providing disciplined investment management services for individual and institutional clients, managing portfolios in accordance with each client's specific objectives, risk tolerance, and investment policy. Vista primarily uses a fundamental equity strategy to seek superior results by investing in undervalued securities while maintaining a high degree of diversification. The investment process involves assessing client goals, establishing target asset allocations, utilizing various securities such as stocks, bonds, mutual funds, and exchange-traded funds, and continuously rebalancing portfolios. Vista operates on a fee-based model, charging fees as a percentage of assets under management. The firm typically recommends Charles Schwab & Co. for custodial and brokerage services.